Sebastian Ruelas
About the Business
Sebastian Ruelas is a finance institution located at 1223 Cleveland Avenue in San Diego, California, United States. Founded by Sebastian Ruelas, who entered the financial services industry after graduating from UC Riverside with a degree in Financial Economics. With a passion for helping individuals reach their financial goals, Sebastian established his own practice in 2019 after gaining experience in wealth management and financial planning.
At Sebastian Ruelas, the focus is on creating personalized financial plans for clients, with an emphasis on after-tax wealth management. As a fee-based advisor, the institution charges a flat fee based on assets under management, aligning their success with that of their clients. Partnered with LPL Financial as a custodian, Sebastian Ruelas has access to top institutional money managers to help clients achieve their financial objectives.
Outside of the office, Sebastian Ruelas enjoys spending time with his Great Dane, exploring local beaches, and camping in the Eastern Sierras. An avid fisherman, hiker, and golfer, Sebastian brings a well-rounded perspective to his financial services practice.
With a philosophy that "a goal without a plan is just a wish," Sebastian Ruelas is dedicated to helping clients on their path to financial freedom. Residents of states where the financial professionals associated with LPL Financial are properly registered or licensed can benefit from the comprehensive financial planning services offered by Sebastian Ruelas.
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Location & Phone number
1223 Cleveland Ave #200, San Diego, CA 92103, United States
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Sebastian is definitely FIVE STARS! He is a knowledgeable financial advisor that has your best interest. He is reliable, smart, and very helpful in reaching your financial goals. This year he offered tax preparation services and I will most definitely be going back to him again next year for my taxes! Thank you Sebastian!!"
"Sebastian is always informative, patient, and easy to talk to. I am very comfortable being associated with him"
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